See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,070 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 64 · EIN 22-2725182 3136 S. WINTON ROAD · ROCHESTER, NY 14623 | Recordkeeping Fees | $6,576 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,392 | $106,028-61.9% | $146,958-72.5% | $77,643-48.0% |
| Participation rate | 70.9% | 78.4%-7.5pp | 82.2%-11.3pp | 70.6%+0.3pp |
| Annual return | 17.29% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $799 | $4,063-80.3% | $4,933-83.8% | $2,726-70.7% |
| Participant deferral / active EE | $4,388 | $7,990-45.1% | $8,070-45.6% | $4,647-5.6% |
| Admin fee / account holder | $71 | $337-79.0% | $12,998-99.5% | $430-83.5% |